JOB SUMMARY

We are seeking a detail-oriented and proactive Paraplanner to join our dynamic financial services team. The successful candidate will play a crucial role in supporting financial advisers by preparing comprehensive reports, conducting analysis, and ensuring that client needs are met with exceptional customer service. This position requires strong organisational skills, the ability to communicate effectively, and a solid understanding of financial principles.

EXPERIENCE

• Previous experience in a paraplanning or similar role within the financial services industry is preferred.
• Proficiency in Microsoft Office applications, particularly Word and Outlook.
• Strong analytical skills with the ability to interpret complex data and present findings clearly.
• Excellent customer service skills, demonstrating a commitment to client satisfaction.
• Ability to work independently as well as part of a team, showcasing effective communication skills.
• Familiarity with IT systems relevant to financial planning is advantageous.
  If you are passionate about helping clients achieve their financial goals and possess the necessary skills, we encourage you to apply for this exciting opportunity as a Paraplanner within our esteemed organisation.
  Job Type: Part-time
  Pay: £1,500.00-£1,800.00 per month
  Expected hours: 24 per week

Benefits:

• Company pension
• On-site parking

Work Location: In perso

• Prepare detailed financial reports and documentation for client meetings.
• Conduct thorough analysis of client data to support financial planning strategies.
• Assist in the development of tailored financial plans based on client goals and objectives.
• Maintain accurate records and ensure compliance with regulatory requirements.
• Communicate effectively with clients to gather necessary information and provide updates on their financial plans.
• Utilise Microsoft Word and Outlook for report writing and correspondence.
• Manage time efficiently to meet deadlines while maintaining high-quality standards.
• Collaborate with the financial advisory team to enhance service delivery and client satisfaction.